AWS
SLY

Atria Wealth Solutions’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Atria Wealth Solutions’s Portfolio SLY Stock Details SLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,508
Closed -$883K – 2024
2023
Q1 		$883K Sell
10,508
-94
-0.9% -$8.15K 0.01% 845
2022
Q4 		$872K Sell
10,602
-63
-0.6% -$5.25K 0.01% 812
2022
Q3 		$807K Sell
10,665
-1,203
-10% -$101K 0.01% 798
2022
Q2 		$950K Buy
11,868
+687
+6% +$59.3K 0.02% 717
2022
Q1 		$1.05M Buy
+11,181
New +$1.05M 0.02% 710

Other funds holding SLY

MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return